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Create a custom interaction type for the Service Center that will indicate when a logged in user updates their credit card information
There is currently a "Sustaining Gift Billing Changed" interaction that is logged on a cons record when sustaining gift credit card information is updated. However, there is no way to filter these in to 2 categories 1) Administrator update 2) User...1 Reviewed: Voting Open
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Update ecard module so that emails look less spammy
I have a request for the emails sent via the ecard module. Currently, the ecard sender's name including title (if it's in the constituent's record) appears in the From line in the recipient's inbox - see attached. This looks just like spam. Our ec...0 Reviewed: Voting Open
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It would be great if when an email is deemed bad in LO (i.e. Hard Bounce - 2 attempts), it communicates this to the RE record by marking the email inactive.
This is helpful when trying to get stats in RE of our useable Contributors email housefile, which differs from the LO houefile of everyone. I have no idea if an email is bad when I look at an RE record... unless I go into the LO record and check t...3
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Gift Aid claims - Enable constituents to be excluded from Gift Aid claims if they have a declaration but their contact details are insufficuent and causing R68 claims to fail.
Some R68 claims fail due to incomplete data in a constituent's address or name. After reviewing them on a case by case basis sometimes it is not possible to fix it. For example, someone has only the first part of a postcode ‘E16’ and we are unable...0
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Allow admin to report on upsells
We cannot use Report Writer to build a report that includes the upsells on your TeamRaiser. This information is important to manage the fulfillment of upsells as well as planning.0 Reviewed: Voting Open
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Give a way to test Calendar Event registration forms (paid)
Although it's easy to test RSVP-only forms for Calendar Events, when there is a paid ticket involved, it's not possible to test the form with a pretend credit card (such as is available in the Donation Management module). We've often run up agains...0 Reviewed: Voting Open
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Create someone has supported your team autoresponder
As part of my personal team this week, I noticed that the 'someone has supported you' autoresponder issues the same whether the gift is made at a personal level, or to the team as a whole. For team gifts, this is issued to the captain, but appears...2 Reviewed: Voting Open
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Make it possible to search for a group by the group ID number.
Often times, I find an s-tag or conditional in an email, and have only used the group ID number to describe it. Being able to search for a group in Luminate with just the group ID number would be an easy way for me to determine which group I was u...0 Reviewed: Voting Open
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eTicket & add to calendar
I would like to be able to add an eTicket for participant buying tickets to events. And it would be great if it could be added to their calendar - or for iPhone to the wallet (like plane ticket) so when the person arrive at the door, they just hav...0 Reviewed: Voting Open
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Clear TeamRaiser Company and Constituent Organization records with Go Live script
All other constituent records, transactions, registrations, etc. can be cleared out/deleted when running the Go Live script. There is not currently a setting that allows the choice to delete TeamRaiser companies and Constituent Organizations so an...0 Reviewed: Voting Open